Tag Archives: document

Restricted Document View in SageCRM

In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.… Read More »

Global Company Library Customization in Sage CRM

Documents functionality provided by Sage CRM allows you to store all your documents against all the standard entities like Company, Person, Case, Opportunity etc. You know that you can go to the documents tab against particular entity record and attach the new document as per your requirement. Now suppose, that the requirement is to attach… Read More »

Document Merge Tracker

Document Merge is a realy nice feature provided by Sage CRM. You can perform this action against any of the Primary entity in CRM. Think, if you can keep a track on all these document merge activities. Well, here is the tool you must look for named “Document Merge Tracker“. What it does??? It keeps… Read More »

Edit documents with status “Final”

As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »